Workflow Assessment

Stop processing documents by hand. Let’s map your extraction pipeline.

Tell us about your document volume, formats, and downstream systems. We will review your operational bottleneck and design a custom extraction workflow to automate it.

We don't do generic sign-ups. We analyze your specific document chaos and architect a pipeline that delivers clean, system-ready data.

Process

How we build your pipeline

We run a structured review before any integration. Here is the sequence.

01

Submit your workflow

Outline your current document chaos—volumes, formats, and where your team wastes the most time today.

02

Pipeline architecture

Our team analyzes your intake channels and downstream systems to map exactly how SunnyExtract will classify, validate, and export your data.

03

Custom Demo

We don't do generic product tours. We will walk you through a tailored setup showing how the engine handles your specific operational documents.

04

Proof of Value

If the architecture makes sense for your operation, we move to a targeted pilot with real data before full integration.

Context

To design your pipeline, we need to understand your operation:

The more clearly you describe these areas in your submission, the faster we can draft your extraction architecture.

Document types and formats Monthly and peak volumes Intake channels (email, portal, EDI, scan) Current processing method Downstream systems receiving the data The primary operational bottleneck Where errors or exceptions surface today Team size handling this work

Pipeline Design

Build your document processing pipeline

Give us the technical and operational context. The more precise you are about your bottlenecks, the faster we can draft your extraction architecture.

For high-volume teams, dedicated processing lanes and reserved infrastructure are available.

01
About you
Name req.
Company req.
Work email req.
Role Your function or title
02
Your documents
Industry Monthly document volume
Document types Select all that apply
Invoices
Receipts
Delivery notes
Quotes
Bills of Lading
Packing lists
Payslips
Forms
Other
Input channels Select all that apply
Web UI
Email
API
Webhook
ZIP upload
Current system ERP, spreadsheet, or manual
Desired output
Biggest bottleneck today Describe where the process breaks down or slows you down most
03
Fit
How urgent is this? Hours spent on this per week Technical capability What are you looking for?
What happens when this workflow is delayed or wrong? Describe the downstream impact — invoices unpaid, shipments stalled, compliance gaps, etc.
04
Anything else
Anything else about your workflow Edge cases, seasonality, exception types, compliance requirements — anything that shapes how the workflow behaves

Reviewed manually by the team — not an automated sign-up.

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